Mount Yale Investment Advisors’s Principal Financial Group PFG Stock Holding History

Mount Yale Investment Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Sell	9,515 -37	-0.4%	-$3.76K	0.02%	577
2026 Q1	$861K	Buy	+9,552	New	+$873K	0.02%	561
2025 Q3	–	Sell	-938	Closed	-$74.5K	–	1342
2025 Q2	$74.5K	Buy	+938	New	+$72K	0.01%	710
2018 Q4	–	Sell	-858	Closed	-$42K	–	648
2018 Q3	$42K	Buy	+858	New	+$47.8K	0.01%	635

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mount Yale Investment Advisors's PFG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Principal Financial Group (PFG) stake by 0.39% in Q2 2026, selling an estimated $3.76K and leaving 9,515 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #577.

Mount Yale Investment Advisors first reported a position in PFG in Q3 2018 and has held it in 4 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Mount Yale Investment Advisors held 9,515 shares of Principal Financial Group worth $1.03M as of Q2 2026.
Mount Yale Investment Advisors sold 37 Principal Financial Group shares in Q2 2026, an estimated $3.76K.
Principal Financial Group made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #577 holding.
Mount Yale Investment Advisors first reported a position in Principal Financial Group in Q3 2018 and has held it in 4 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.